Professional
Added to YB: 2024-06-20
Pitch date: 2024-06-12
XPEV [bullish]
XPeng Inc.
+60.4%
current return
Author Info
No bio for this author
Company Info
XPeng Inc. designs, develops, manufactures, and markets smart electric vehicles (EVs) in the People’s Republic of China and globally.
Market Cap
$75.5B
Pitch Price
$7.47
Price Target
14.00 (+17%)
Dividend
N/A
EV/EBITDA
-262.39
P/E
-33.27
EV/Sales
0.93
Sector
Automobiles
Category
growth
XPeng Inc.: Tariffs of Up to 25% on Chinese EV Manufacturers Won’t Change Our Growth Outlook
XPEV: EU tariffs of up to 25% on Chinese EVs won't derail growth; competitive on price & tech. Expanding EU production mitigates impact. Targets 205K deliveries by 2025 (2% China share), profitable by 2026 on economies of scale. Bears fear battery costs & competition. No moat yet. $14 FVE on 26% rev CAGR 2023-2026. Key risks: mass-market rivalry, capital needs, autonomous driving regs. Standard stewardship: strong balance sheet, founder-led.
Read full article (8 min)